Courtney Walls is a registered investment advisor at LPL Financial LLC, based in Grove City, OH, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Grove City, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Courtney is involved with several businesses, including Bluestone Wealth Partners, LLC, Martin Weingartner Partnership, LLC, Bluestone Real Estate Holdings, LLC, Martin Weingartner LLC, and White Diamond Wealth, LLC. These activities include operating as a DBA for LPL business and real estate rental, with Bluestone Wealth Partners taking nearly full-time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Blackrock Financial Management, INC
Blackrock Investments, LLCBroker
State Registrations5 states
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